Core Insights - The article discusses the launch of the AI government assistant "Houxi" in Zhangzhou, which is the first of its kind in China to achieve comprehensive intelligent consultation, real-time processing, and approval assistance, showcasing the practical application of the guidelines issued by the Central Cyberspace Affairs Commission and the National Development and Reform Commission [1][2][6] Group 1: Policy and Implementation - The "Houxi" AI assistant, named after the Hokkien phrase meaning "things are done well," utilizes the Yan Yun Infinity platform to analyze various government data sources and has been trained on 150,000 local government service policy documents and over 4 million words of local knowledge [2][6] - The assistant addresses the inefficiencies of previous government consultation methods by providing a one-stop response system, achieving over 95% accuracy in answering queries related to social security and business registration [2][5] Group 2: Service Efficiency and User Experience - "Houxi" simplifies the process of obtaining real estate certificates by reducing the required form fields from 264 to 77, resulting in a 71% reduction in necessary information [5] - The introduction of an intelligent pre-review function has increased the online application approval rate by approximately 80%, allowing for real-time feedback and guidance on document compliance [5][6] Group 3: Technological Foundation and Future Prospects - The success of "Houxi" is attributed to the end-to-end integrated solution provided by Shenzhou Holdings, which includes AI infrastructure, data intelligence platforms, and industry-specific applications [6][7] - The Yan Yun Infinity platform, developed in collaboration with Peking University, addresses data silos and enables the integration of various government data types, enhancing the overall efficiency of government services [6][7] - As the guidelines for AI deployment in government continue to be implemented, the demand for comprehensive AI solutions in the public sector is expected to grow, with Shenzhou Holdings aiming to replicate the "Zhangzhou model" in other regions [7]

Group 1 - S&P Global's latest Corporate Sustainability Assessment (CSA) shows that the company scored 42 points, surpassing the industry average in the information technology sector [1] - The CSA scoring system is recognized in the international capital market and covers 62 industries with 23 core themes, quantifying corporate sustainability through a customized questionnaire [1] - The company's ESG scores are as follows: Environmental 36, Social 43, Governance and Economic 46, with the Social dimension significantly outperforming the industry average of 36 [1] Group 2 - The company is transitioning ESG from a "compliance requirement" to a "strategic core" by integrating it into strategic management starting in 2025 [2] - An ESG working group led by top management has been established to oversee the construction of the ESG management system [2] - The company has received various ratings from major institutions, including AA from Huazheng and AA- from United Equator, indicating strong ESG performance [2]

Core Viewpoints - The company reported a significant increase in operating performance for the first half of 2025, with revenue reaching 7.865 billion yuan, a year-on-year growth of 12%, and a net profit attributable to shareholders of 15.21 million yuan, up 41% year-on-year [1] - The company launched the supply chain AI agent "Xiao Jin" and initiated the "Supply Chain + AI Ecosystem Alliance" to enhance its dual strategy of customer and ecosystem development, which is expected to benefit from the accelerated penetration of AI in the supply chain sector [1][2] - The company has a robust order backlog with new signed orders amounting to 9.476 billion yuan, representing a 98% year-on-year increase, laying a solid foundation for sustained business growth [1][2] Event Highlights - On September 25, the company released its mid-term report for 2025 [1] - On September 17, the company held the "Intelligent Chain Shenzhou.NextChain 2025 Smart Supply Chain Innovation Conference" in Kunshan [1] - On August 27, the company published its interim performance announcement for the six months ending June 30, 2025 [1] Business Performance - The company achieved a notable improvement in business performance, with a breakdown of revenue sources: big data products and solutions generated 1.43 billion yuan (18% of total revenue, up 12% year-on-year), software and operational services contributed 2.448 billion yuan (31%, up 13%), and traditional services accounted for 3.987 billion yuan (51%, up 11%) [1] - The company has established a comprehensive data intelligence solution, covering the entire business chain of "research, production, supply, sales, and service" through the "KingKoo Intelligent Chain" logistics model [1] Strategic Initiatives - The company is focusing on its "Customer Strategy + Ecosystem Strategy" to drive the acceleration of "AI for Process" [2] - The "Baby Plan" targets existing customers in key industries such as consumer electronics and retail, while the "Star Plan" aims to attract new clients, with strategic partnerships signed with four companies during the reporting period [2] - The company officially launched the "Supply Chain + AI Ecosystem Alliance" to foster an open and win-win smart supply chain ecosystem [2] Financial Projections - Revenue projections for 2025-2027 are estimated at 18.632 billion yuan, 20.687 billion yuan, and 22.889 billion yuan, with year-on-year growth rates of 11.86%, 11.03%, and 10.64% respectively [2] - Net profit attributable to shareholders is projected to reach 200 million yuan, 340 million yuan, and 472 million yuan for the same period, reflecting significant growth rates of 178.92%, 69.40%, and 39.12% respectively [2]

Core Insights - S&P Global's latest Corporate Sustainability Assessment (CSA) results show that Shenzhou Holdings (00861) achieved a score of 42, significantly surpassing the industry average of 34, highlighting its strong performance in the ESG domain [1][2] - The CSA scoring system is recognized globally and covers 62 industries with 23 core themes, utilizing a three-dimensional framework of "Economic - Environmental - Social" to quantify corporate sustainability capabilities [1] - Shenzhou Holdings' score reflects its strategic shift of ESG from a compliance requirement to a core strategic focus, with plans to integrate ESG deeply into its management strategy starting in 2025 [2][3] ESG Performance - Shenzhou Holdings' ESG scores are as follows: Environmental 36, Social 43, Governance and Economic 46, with the Social dimension notably outperforming the industry average of 36 [2] - Specific areas of excellence include Human Resource Management (score 56 vs. industry average 34), Customer Relations (score 63 vs. industry average 23), and Risk and Crisis Management (score 59 vs. industry average 30) [2] Recognition and Awards - Shenzhou Holdings has received multiple ratings from various institutions, including AA from Huazheng, AA- from United Equator, A from Wind, A from Zhidin, A from Zhongchengxin, and B+ from Shangdao Ronglv, establishing a strong reputation in ESG performance [3] - The company has also won several awards, such as the "ESG Pioneer Award" from Zhitong Finance and the "New Benchmark Enterprise Award" from Securities Star, reinforcing its position as a leader in ESG practices [3] Strategic Implementation - The company has established an ESG working group led by top management to oversee the development of its ESG management system, ensuring alignment between ESG practices and business development [2] - Shenzhou Holdings aims to enhance management efficiency and broaden strategic vision by systematically addressing ESG development gaps and setting sustainable development goals [2]

Core Insights - The company has made significant progress in its "Data x AI" strategy, showcasing strong business performance and market leadership in the supply chain services sector [1] Business Developments - The company won a major contract worth over 4.24 billion CNY from China Mobile for logistics services, enhancing its position in the mobile and smart terminal supply chain [1] - A strategic partnership was established with the Hubei Water Resources Department to develop a data integration platform using advanced DaaS technology [2] - The company delivered a data governance project for Longyan Tobacco, focusing on data standardization and talent development to support digital transformation [3] - A flagship logistics center was inaugurated in Guangzhou, aimed at serving the fast-moving consumer goods sector in South China [4] Strategic Partnerships - A strategic cooperation agreement was signed with Semir Group's Junyao Technology to enhance supply chain digitalization in the apparel industry [8] - A partnership was formed with Swedish luxury brand Golden Concept for integrated marketing and logistics services in mainland China [11] - Multiple strategic agreements were signed with leading companies in various sectors during the "Next Chain" 2025 Smart Supply Chain Conference, focusing on customized supply chain solutions [13] - A collaboration with AVIC Cloud Data was established to leverage strengths in AI and digital transformation [15] Brand Activities - The "Next Chain" 2025 Smart Supply Chain Innovation Conference was successfully held, featuring discussions on AI integration in supply chains and the launch of a new enterprise-level AI model [18] - The seventh Supply Chain Warehousing Skills Competition was conducted, showcasing the company's operational efficiency and talent development initiatives [20] - A live event focused on AI's role in enhancing supply chain processes was held, demonstrating practical applications of AI technology [22] Industry Engagement - The company participated in the 8th Apparel Logistics and Supply Chain Industry Annual Conference, highlighting its expertise in AI-driven supply chain operations [27][28] - The company was involved in discussions at the 2025 China International Service Trade Fair, emphasizing its contributions to smart city initiatives [31] Leadership Insights - The chairman shared insights on the development of the AI industry during an interview, reflecting on the company's journey and future prospects [37] - A new edition of a book focusing on digital transformation in the AI era was published, providing actionable guidance for businesses [39] Awards and Recognition - The company received the third prize in the Technology Progress Award from the China Federation of Logistics and Purchasing for its supply chain management tool [42] - The company was recognized for its excellence in ESG performance, achieving high ratings from various global sustainability assessments [47][48]

Core Viewpoint - CITIC Construction Investment initiates coverage on Shenzhou Holdings with a "Buy" rating, highlighting strong operational performance driven by a "Customer Strategy + Ecosystem Strategy" that is expected to accelerate the penetration of "AI for Process" [1] Group 1: Operational Performance - In H1 2025, the company achieved a net profit attributable to shareholders of 15.21 million, a year-on-year increase of 41%, and new signed orders reached 9.476 billion, up 98% year-on-year, laying a solid foundation for sustained business growth [1][2] - The company reported operating revenue of 7.865 billion, a year-on-year growth of 12%, with significant contributions from various business segments: big data products and solutions at 1.43 billion (18% of total revenue, +12% YoY), software and operation services at 2.448 billion (31% of total revenue, +13% YoY), and traditional services at 3.987 billion (51% of total revenue, +11% YoY) [2] Group 2: AI and Supply Chain Innovations - The company launched the supply chain intelligent agent "Xiao Jin," which is expected to enhance the "Customer Strategy + Ecosystem Strategy" and drive AI's accelerated penetration in the supply chain sector [1][2] - "Xiao Jin" is designed as an enterprise-level intelligent agent suite with a "3+N" architecture, improving efficiency in various tasks such as data querying (90% efficiency increase), data analysis (70% efficiency increase), and customer service workload reduction (50% decrease) [2] Group 3: Strategic Initiatives - The company is focusing its smart supply chain business on key industries such as consumer electronics, communication services, fast-moving consumer goods, and apparel, launching initiatives like the "Baby Plan" for existing customers and the "Star Picking Plan" for new clients [3] - Strategic partnerships have been established with four companies, with expectations to exceed ten supply chain value cooperation clients by year-end [3] - The company initiated the "Supply Chain + AI Ecosystem Alliance" to foster innovation and collaboration with industry leaders, aiming to create an open and win-win smart supply chain ecosystem [3]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 海外監管公告 本公告是由Digital China Holdings Limited (神州數碼控股有限公司* )（「本公司」）根據 香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 以下附件是本公司依臺灣相關證券法律的規定於二零二五年十月三日在臺灣證券交易所 股份有限公司網頁刊發的公告。 承董事會命 Digital China Holdings Limited (神州數碼控股有限公司*) 郭為 主席兼首席執行官 神州數碼控股有限公司 臺灣存託憑證流通及兌回情形月報表 中華民國 114 年 9 月份 香港，二零二五年十月三日 於本公告刊發時，董事會由九名董事組成，包括： 執行董事：郭為先生（主席兼首席執行官）及林楊先生（副主席） 非執行董事：叢珊女士及劉軍強先生 獨立非執行董事：劉允博士、金昌衛先生、郭嵩博士、陳惠康先生及李靜博士 網址： www.dcholdings.com * 僅供識別 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 神州數碼控股有限公司 呈交日期: 2025年10月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00861 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | 本月底法定/註冊股 ...

Core Insights - The 17th Logistics and Supply Chain Digital Development Conference was held in Shanghai, focusing on the theme "Digital Chain Integration, Intelligent Future" [1] - KingKoo Data, a supply chain control tower platform developed by Shenzhou Holdings, won the second prize in a national competition, showcasing its advanced capabilities [1][3] - The platform aims to provide intelligent and visual supply chain management services, helping clients reduce costs and improve efficiency [3] Company Developments - KingKoo Data integrates a complete data center to break down data barriers, enabling data sharing and real-time business insights [3] - The platform utilizes AI-driven strategies for dynamic optimization and real-time decision-making across various supply chain processes [3][4] - Successful case studies include achieving over 95% order fulfillment in the automotive sector and over 99.7% timely order signing in the e-commerce sector [4] Industry Trends - The logistics sector is rapidly advancing in digital transformation, supported by national policies aimed at reducing logistics costs and promoting smart supply chains [9] - The company is exploring generative AI applications to enhance supply chain intelligence, with a focus on enterprise-level solutions [6][7] - As a 5A-level logistics enterprise, the company operates over 160 warehouses and can process up to 5 million orders daily, reflecting its significant market presence [9]

Group 1 - The core viewpoint of the article highlights the strategic partnerships formed by KJ Supply Chain Co., Ltd. with four major brands across different industries to enhance digital transformation and intelligent upgrades in supply chain management [2][3]. - KJ Supply Chain will provide customized smart supply chain solutions based on the specific characteristics and needs of each industry partner [2][3]. - The collaboration with Lenovo focuses on local storage and rapid allocation of goods, leveraging KJ's extensive warehousing network of over 160 locations [2][4]. Group 2 - The partnership with Jianmin Pharmaceutical aims to optimize supply chain management, enhance operational efficiency, and reduce delivery times and damage rates [3][4]. - KJ Supply Chain will offer one-stop operational services for e-commerce channels in collaboration with Zhenyan Biotechnology, utilizing major platforms like Tmall, JD, and Amazon [3][4]. - The cooperation with Heidi Garden will explore innovative paths in smart agriculture, establishing a standardized operational system across the entire supply chain from procurement to delivery [3][4]. Group 3 - KJ Supply Chain has a strong foundation in the smart supply chain sector, with a peak order processing capacity of 5 million orders per day and coverage in approximately 300 cities nationwide [4]. - The company has also established overseas warehouse networks in several Southeast Asian countries, indicating its capability in both domestic and cross-border logistics [4]. - Future plans include continuing to focus on customer needs and leveraging industry experience and technological innovation to deepen the application of smart supply chains across various sectors [4].